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Renewal Price Increase Email Draft

by recued-core v1 15 views

Calculates price increase percentage from deal fields and drafts a professional renewal email with value justification. Hashes contact name before AI processing.

How it works 16 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Data fetch
deal deal-reader-hubspot
Fetch reader from hubspot
contacts deal-contacts-hubspot
Fetch contacts from hubspot
Process (14 steps)
guard_deal guard
Stop if deal is missing
guard_existing_null guard
Stop if deal amount is missing
guard_existing_non_positive guard
Stop if deal amount is at most
guard_proposed_null guard
Stop if deal custom fields proposed renewal value is missing
guard_proposed_non_positive guard
Stop if deal custom fields proposed renewal value is at most
increase_amount math
Calculate deal custom fields proposed renewal value minus deal amount
increase_percentage math
Calculate increase amount divided by deal amount
skip: step.deal.amount equal 0
increase_percent_scaled math
Calculate increase percentage times 100
email_context pick
Keep only specific fields from
hashed_context hash_replace
Anonymize sensitive fields for safe AI processing
ai_draft ai-prompt
AI generates a response from a custom prompt
skip: config.enable_ai equal false
restored_draft hash_restore
Restore anonymized fields back to real values
skip: step.ai_draft is_null
formatted_increase template
Generate text from a template
metrics to_summary
Format results as a summary card
Output
summary metrics
ai_analysis restored_draft
Settings 1 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

enable ai toggle = on

Uses (3 ingredients)

Ingredient deal-reader-hubspot deal-reader-hubspot
Ingredient deal-contacts-hubspot deal-contacts-hubspot
Legacy AI Custom Prompt ai-prompt

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Read Legacy AI Custom Prompt read-only

2 more ingredients could not be resolved from the marketplace.

Data it touches

Warehousedata.existing_valuedata.proposed_valuedata.increase_percentagedata.justificationdata.contact_namedata.company_name

About

Tags

hubspot dealrenewalemailhubspot

Details

16 steps 1 configurable settings recipe_id: draft-renewal-email-hubspot